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BT Institutional Australian Sustainability Share Fund
| Fund Name: |
BT Institutional Australian Sustainability Share Fund |
| APIR: |
WFS0285AU |
| Fund Manager: |
BT Wholesale Funds (show all funds) |
| Region: |
Australia |
| Sector: |
Large Capitalisation / Blue Chip |
| Benchmark Index: |
S&P/ASX 200 Accumulation Index |
| Fund Type: |
Wholesale Fund |
| Investment Objective: |
The Fund aims to provide a return (before fees) that exceeds the S&P/ASX 200 Accumulation Index over the medium to long term whilst maximising the portfolio’s focus onsustainability. The suggested investment timeframe is five years or more. |
| Investment Strategy: |
The Fund brings together the specialist skills of BT and Monash Sustainability Enterprises (MSE). The Fund adopts a ‘Best of Sector’ investment approach. This approach includes allindustry sectors in the market, favouring companies with the highest sustainabilityperformance within individual sectors.
Each company is assessed using a “triple bottom line” performance approach. MSEevaluates Australian companies based on environmental and social criteria and BTevaluates companies on financial performance. MSE conducts the initial screening processby assigning a 1-5 rating for environmental and social criteria (where one is the highestranking and five is the lowest ranking) for each stock within the S&P/ASX 200 Index. Stocksthat are rated four or five are excluded from the portfolio1. The fund also excludes stockswhich directly mine uranium for the purposes of weapon manufacture.
BT then evaluates financial performance for each of the remaining stocks (i.e. the investableuniverse) and assigns a 1-5 financial rating to each stock. The portfolio is then constructed using an optimisation process. This process seeks to deliver the optimal combination of riskand return within the Fund’s investment constraints. |
| Margin Lenders: |
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Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
Period:
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* Statistics exclude both first and current (incomplete) financial year
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* Statistics exclude both first and current (incomplete) quarter
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Performance data assumptions
Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.
These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.
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